2021-2022 Nonprofit Training Program

Title:  Creating Financial Visuals for Your Nonprofit
Date:  Wednesday, October 13, 2021
Time:  9:00am – 12:00pm MT
Structure:  Virtual
Cost: $50 per organization
Register here: COMPLETE
Presenter:  Frank R. Lopez  

Description:  Every nonprofit leader uses financial information in making decisions. Both staff and board leaders review financial statements on a regular basis.This interactive workshop will guide nonprofit leaders to develop graphs and charts to make your financials standout. Whether using these visual financials for internal purposes (such as board meetings) or external purposes (such as applying for a grant), being able to present your organization’s financial information more clearly and effectively will allow your audiences to gain a better understanding of your work. The workshop will also provide ideas on how to develop helpful cash flow analysis charts, and other data charts, as a tool to better serve your organization. Templates will be provided, and attendees will have the opportunity to create their own financial visuals during the workshop.

Bio:  Frank is the Executive Director of New Mexico Association of Grantmakers. He has over 25 years working with businesses and nonprofit organizations, including three years with the WK Kellogg Foundation as the Director of New Mexico Programs. The depth of his experience, however, comes from his work as an executive director, providing capacity building to a myriad of organizations. His expertise includes collective impact, social enterprise, strategic planning, nonprofit governance and taxation, leadership, board development, DEI and fund development. He has a BBA in Accounting from the University of Texas at Austin, a J.D. from the University of California at Berkeley School of Law, and he is licensed to practice law in Texas and California.

Title:  Diversity Equity and Inclusion Practices for Nonprofit Organizations: A Community Conversation
Date:  Thursday, January 20, 2022
Time:  9:00am – 10:30am MT
Structure:  Virtual
Cost: Free (advance registration required)
Register here:
Presenter: Ian Esquibel and local nonprofit leaders

Description:  Diversity, equity, and inclusion are inherently interrelated, but are also distinct concepts.  DEI matters in the workplace, especially in New Mexico where we have many diverse populations, and our work often involves community engagement that will impact diverse communities. This is an interactive workshop designed to help you assess where your organization is within its diversity, equity and inclusion work, and to help you chart a path for where your organization would like to go. Everyone has a unique experience when it comes to DEI. There are no perfect answers or responses. This session is intended to open the door for future exploration, conversations, and learning.

Bio:  Ian Esquibel is an Albuquerque-based consultant who brings rich professional experience in the philanthropic and nonprofit sectors, specializing in community-based, cross-sector, and cross-functional facilitation and planning. A native New Mexican and graduate of Arizona State University, he went on to earn his MBA from the University of New Mexico with a concentration in nonprofit management to better support social service organizations. Prior to consulting, he served at the helm of the New Mexico Learning Alliance, an organization created to support dialogue on education issues at both the local and state levels by working in partnership with local community organizations and networks of education reformers.

Title:  HR Policies, Hybrid Work, and Technology – Oh My!
Date:  Tuesday, March 15, 2022
Structure:  Virtual (may be adjusted to hybrid if appropriate)
Cost: $50 per organization
Register here: COMPLETE

Kari Sutton  

Description:  Technology is increasingly woven into our lives and the day-to-day of business. This session will explore the intersection of technology and HR. How can organizations effectively manage teleworking employees? How do you design policies to account for employees working on organizational devices or personal devices? How can you modernize your HR-related recordkeeping, and keep documents with sensitive personnel information digitally secure? This class is geared towards those who manage operations and use of technology within their organization, as well any leaders of organizations with remote or hybrid employees.

Bio:  Kari Sutton started Living Room HR to support nonprofits and small businesses with their human resources needs. She specializes in the employee experience from onboarding through offboarding, including process and policy design, change management, and employee engagement. Kari’s entire career has been spent working with small businesses and nonprofits – as an intern, employee, volunteer, and as a vendor. She has worked in HR since 2015.

Facilitated by:

formerly the New Mexico Association of Grantmakers

Sponsored By: